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GSG Team

We strongly believe that it takes a whole team to effectively serve our clients. Every person on our team has an important role, from advising, to client onboarding, and service. Our team is committed to delivering on the client experience that we pride ourselves on.

Partners

Dan F. Grimm JrCLU®, CFP®, WMCP®

Partner and Wealth Management Advisor

Ryan J. Schmitt WMCP®

Wealth Management Advisor

Daniel F Grimm IIICFP®, WMCP®

Partner and Financial Advisor

Advisors

Alexander Paul Seward CFP®, RICP®

Director of Investments and Operations

Wayne Hall

Associate Financial Advisor

John M. Grimm

Associate Financial Advisor

Operations

Joshua Michael Smith

Director of Operations

Mandy Newton

Investment Operations Associate

Matthew C. Mills

Practice Manager

Ellen M Grimm

Office Manager

Drew Bradley

Investment Operations Associate

Lisa Dagley

Associate Financial Representative

Stephanie Land

Investment Operations Associate